Special Needs Trust Funding Calculator Tool

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Special Needs Map LLC is a unique, powerful tool for financial advisors, estate planning attorneys, life insurance agents, and other professionals. It helps estimate how much money their clients may need to leave their child someday upon passing. The tool was created to make special needs planning accessible to all professionals who want to be able to give sound advice in special needs planning situations.

It was created by Caleb Harty and Brendan Harty who have been doing special needs planning for clients for over a decade. Caleb is a CERTIFIED FINANCIAL PLANNER™ by trade. The connection is a personal one, Caleb's brother-in-law has Down syndrome and their nephew has autism. They are frequent presenters to special needs organizations and Caleb has been published in Forbes, Kiplinger, Exceptional Parent and other national publications.

Benefits

• Quickly estimate how much money might need to be left to a trust someday
• Software integrates potential government benefits, housing models, and state-specific costs
• Customizable expenses
• Save and modify reports